Wealth Tracker - Net Worth

Wealth Tracker gives you a clear picture of your net worth. Add your assets and liabilities, track their values over time, and understand exactly where you stand financially. HOLDINGS Add any asset or liability - property, savings, investments, pensions, loans, credit cards and more. Organise holdings by category and see your portfolio allocation at a glance. MULTI-CURRENCY Track holdings in any currency. Wealth Tracker automatically converts everything to your base currency using live exchange rates, so you always see your true net worth. PRICE TRACKING Connect holdings to live price feeds for stocks, ETFs, cryptocurrencies and foreign currencies. Values update automatically so your net worth is always current. SNAPSHOTS Take regular snapshots of your net worth to build a history over time. View charts showing how your wealth has grown, which assets are performing, and how your allocation has shifted. DASHBOARD Your dashboard shows net worth, total assets, total liabilities, and recent changes at a glance. Drill into any category to see individual holdings and their performance. GOALS Set net worth targets and track your progress. See how close you are to financial milestones and stay motivated on your wealth-building journey. SHARE WITH PARTNER OR ADVISOR Invite your partner or financial advisor to view your portfolio. Control exactly what they can see and revoke access at any time. PRIVACY FIRST Your financial data is encrypted and stored securely using AWS cloud infrastructure. Wealth Tracker never asks for bank login credentials. You enter values manually or connect to price feeds only. We do not sell or share your personal information. FREE FEATURES - Track up to 5 holdings - Dashboard with net worth summary - Basic charts and history - Manual price entry PREMIUM (from USD 4.99/month) - Unlimited holdings - Live price tracking (stocks, crypto, FX) - Unlimited snapshots and full history - Portfolio allocation insights - Net worth goals - Share with partner or advisor - CSV and PDF export - Priority support Annual plan: USD 39.99/year (save 33%) Lifetime access: USD 149.99 one-time purchase Subscriptions auto-renew unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in your iOS Settings > Apple ID > Subscriptions. Terms of Use (EULA): https://wealth.wolftechnologies.co.uk/terms.html Privacy Policy: https://wealth.wolftechnologies.co.uk/privacy.html